Brightpath is an MCP server that gives Claude live access to three core data sources at YourPolicy — HawkSoft client records, Zoom Phone call data, and the Ennabl insurance data warehouse. One connection, 27 tools, authenticated via Microsoft 365 SSO.
Full read and write access to HawkSoft client records via the Partner API v3.0. Claude can look up clients by policy number, read full account details, post log notes, attach files, and record payments — directly from a conversation.
Server-to-Server OAuth gives Claude admin-level access to the Zoom Phone account. Read call logs for any user or the whole account, access recordings and voicemails, list SMS sessions, send an SMS, and inspect call queue and auto-receptionist configuration.
Direct access to YourPolicy's Ennabl Athena data warehouse. Claude can discover available tables, inspect schemas, run read-only SQL queries, and use pre-built aggregations — making it possible to answer questions about written premium, carriers, producers, and book-of-business metrics in plain English.
Brightpath is an internal MCP server at YourPolicy — not a public product.
Connect via Claude.ai → Settings → Integrations → https://mcp.your-policy.ai/mcp